All Fixed income articles
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BlogsPrivate equity sponsors and lenders align to standardise ESG disclosure during due diligence
By Sanaz Raczynski, Head of ESG at Kohlberg & Company; Allison Spector, Head of ESG at One Rock Capital Partners and formerly at Churchill from Nuveen; Peter Dunbar, Senior Specialist and Carmen Nuzzo, Head of Fixed Income, Investment Practices, PRI
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Thought Leadership
Broadening the outreach to investment consultants
Investment consultants are critical stakeholders in the investment chain, advising institutional asset owners on a range of issues, including the selection, appointment and monitoring of external managers. They can play a key role in supporting asset owners to develop responsible investment practices, and to assess their investment managers’ ESG incorporation ...
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Webinar
Do ESG information providers meet the needs of fixed income investors?
This webinar presents the main conclusions of discussions between credit analysts and ESG information providers of different specialism and scope, on how useful their data and service offerings are for fixed income investors, how the current products are evolving and where gaps remain.
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Events
US municipal bonds: addressing the data differences for ESG integration
8 November 2021 | Online
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Blogs
US municipal bonds: ESG investors play catch up
By Carmen Nuzzo, Head of Fixed Income, PRI, and Jasper Cox, Investment Practices Analyst, Fixed Income, PRI
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News and press
Announcing the Advisory Group for the Assessing Sovereign Climate-related Opportunities and Risk (ASCOR) Project
Aktia Bank, Amundi, Colchester Global Investors, Franklin Templeton, MFS Investment Management, Ninety One and Wells Fargo Asset Management join the ASCOR Project Advisory Committee representing over US $5 trillion SURA Asset Management, Latin America’s largest pension fund provider joins the ASCOR Project Steering Committee
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Webinar
Accelerating ESG Incorporation by Banks and Investors
This webinar, co-hosted by the PRI and the UNEP FI, will bring together leading actors in banking and investment industries to explore the extent to which ESG factors are considered when originating and assessing loans, which back CLOs and other structured products.
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Blogs
Laying the foundations for ESG incorporation in securitised products
By Carmen Nuzzo, Head of Fixed Income, PRI and Jonathan Jones, Analyst, Investment Practices, Fixed Income, PRI
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Discussion Paper
ESG Integration in Sub-Sovereign Debt: The US Municipal Bond Market
Momentum is building for investors in US municipal bonds to incorporate environmental, social and governance factors systematically in their analysis and valuations, however they face multiple challenges.
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Webinar
Social factors as a credit risk: the example of the pharmaceutical industry
This webinar explores how social factors can affect credit risk analysis, using the pharmaceutical industry as an example, given its high exposure to social risks related to customer relations, responsible production, equal access to products and services, demographic and societal trends.
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Webinar
ESG in Securitised Products: The Challenges Ahead
This webinar will explore to what extent investors consider ESG factors when investing in securitised products.
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News and press
The ASCOR Project: Assessing Sovereign Climate-related Opportunities and Risks
Asset owners, BT Pension Scheme and the Church of England Pensions Board, alongside the UN-convened Net-Zero Asset Owner Alliance (AOA), the Coalition for Environmentally Responsible Economies (Ceres), the Institutional Investors Group on Climate Change (IIGCC), the Principles for Responsible Investment (PRI), the Transition Pathway Initiative (TPI) are, supported by Chronos ...
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Discussion Paper
ESG incorporation in securitised products: The challenges ahead
ESG incorporation in securitised products lags other fixed income sub-asset classes and is in its infancy – largely due to the complex nature of the market. However, investor interest is growing.
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Thought Leadership
The evolution of responsible investment: an analysis of advanced signatory practices
This report delves into which practices have shifted to become the norm, and which ones remain advanced, suggesting that they are more challenging to implement.
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Introductory guide
An introduction to responsible investment: stewardship
This introductory guide explains the importance and relevance of stewardship within responsible investment and outlines the stewardship tools investors can incorporate into policies, processes and practices.
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Webinar
Deforestation as a credit risk
This webinar looks at deforestation from a credit risk perspective, by exploring how it may affect the probability of default of a debt issuer or of an issue, with various participants of the investment chain.
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Webinar
PRI Canada: Fixed Income Deep Dive & New Reporting Insight
Join us to learn more about the great work our fixed income team has been doing, review best practices, and discuss what fixed income reporting looks like in the new reporting framework.
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Webinar
Governance assessment: a similar approach for equities vs. debt investors?
Governance evaluation is prominent in ESG analysis and security pricing. During this webinar, we will explore whether and to what extent governance factors are assessed differently by equity and fixed income investors, including relevant metrics.
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Blogs
Responsible fixed income investment – investors are starting to catch up
By Carmen Nuzzo, Head of Fixed Income, PRI, and Jonathan Jones, Analyst, Fixed income, PRI
